+36.6%
BP vs TROW
+17.3%
+19.3%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +6.0% | -10.1% | -2.6% |
| 7D | -8.4% | +8.2% | -16.6% | -6.4% |
| 30D | +2.2% | +8.3% | -6.1% | +4.5% |
| 3M | +8.8% | -1.6% | +10.4% | +9.0% |
| 6M | -0.5% | +11.9% | -12.4% | +1.4% |
| YTD | +36.2% | +14.3% | +21.9% | +38.1% |
| 1Y | +36.6% | +17.0% | +19.6% | +37.6% |
| All | +36.6% | +17.3% | +19.3% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TROW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling